Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Nike
NKE
$101B
| $191M | 0.14% |
3,012,163
-607
|
|
||
152
Toast
TOST
$21.7B
| $191M | 0.14% |
5,755,872
+160,088
|
|
||
153
Arista Networks
ANET
$180B
| $190M | 0.13% |
2,458,173
+24,748
|
|
||
154
Cintas
CTAS
$75.3B
| $187M | 0.13% |
908,994
-24,457
|
|
||
155
Colgate-Palmolive
CL
$62.7B
| $187M | 0.13% |
1,993,179
-35,421
|
|
||
156
IQVIA
IQV
$34.5B
| $183M | 0.13% |
1,039,819
-10,093
|
|
||
|
XYZ
157
Block Inc
XYZ
$46.4B
| $183M | 0.13% |
3,365,103
-3,342,299
|
|
||
158
Trane Technologies
TT
$94B
| $182M | 0.13% |
541,137
-32,436
|
|
||
159
Aon
AON
$76.7B
| $181M | 0.13% |
453,955
-419
|
|
||
160
Motorola Solutions
MSI
$73.1B
| $180M | 0.13% |
412,058
+1,218
|
|
||
161
EOG Resources
EOG
$59.3B
| $180M | 0.13% |
1,405,001
-13,423
|
|
||
162
Pinterest
PINS
$22.7B
| $180M | 0.13% |
5,793,534
+205,879
|
|
||
163
DraftKings
DKNG
$17.6B
| $179M | 0.13% |
5,400,068
-522,239
|
|
||
164
Northrop Grumman
NOC
$87.2B
| $179M | 0.13% |
348,790
-1,832
|
|
||
165
Parker-Hannifin
PH
$93.4B
| $178M | 0.13% |
292,299
+1,284
|
|
||
166
NXP Semiconductors
NXPI
$54.8B
| $175M | 0.12% |
919,065
+2,388
|
|
||
167
Moody's
MCO
$85.8B
| $174M | 0.12% |
373,560
-30,774
|
|
||
168
TransDigm Group
TDG
$69.7B
| $174M | 0.12% |
125,467
+747
|
|
||
169
Zoetis
ZTS
$63B
| $172M | 0.12% |
1,046,202
-64,413
|
|
||
170
Williams Companies
WMB
$77.9B
| $171M | 0.12% |
2,867,907
+23,100
|
|
||
171
Illinois Tool Works
ITW
$72.2B
| $171M | 0.12% |
689,952
-972
|
|
||
172
Roper Technologies
ROP
$53.8B
| $171M | 0.12% |
289,511
+4,229
|
|
||
173
Coca-Cola Europacific Partners
CCEP
$40.2B
| $170M | 0.12% |
1,948,024
+1,397,394
|
|
||
174
PNC Financial Services
PNC
$71.5B
| $169M | 0.12% |
961,157
+82,225
|
|
||
175
Capital One
COF
$138B
| $167M | 0.12% |
931,274
+64,669
|
|